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Core Team

Wendy Z. Cox, J.D., CTFA

Vice President, Director of Personal Trust

Wendy’s responsibilities include providing fiduciary expertise and practical trust insights for all Delaware fiduciary matters. Her role includes coordinating planning strategies with other professional advisors, such as tax advisors or estate planning attorneys. She is also responsible for day-to-day account oversight, fiduciary compliance and directing our team of trust officers to ensure our clients receive remarkable service. Wendy practiced law for 16 years in the areas of probate and trust litigation, complex probate and trust administration, preparation of estate, fiduciary and gift tax returns, and drafting estate planning and business succession documents. She earned her B.A. and J.D. from the University of Michigan. Wendy is a designated Certified Trust and Financial Advisor.

Lara Jones-Perrins

Trust Administrator

Lara is responsible for day-to-day trust administration, account servicing and fiduciary tax support. She leverages her diverse and progressive expertise to provide our high and ultra high net worth clients with comprehensive tax and trust administrative services for complex trust planning. Lara has over 20 years of fiduciary, tax and client relationship management experience. She attended Drexel University and is a graduate of the New York CBIT Tax School.

Tonia Kennedy

Vice President, Senior Trust Officer

Tonia is primarily responsible for all aspects of trust administration within the Delaware office. She has over 17 years of experience in working with individuals and families in the creation and management of complex, ultra-high net worth trust relationships. Areas of expertise include the following: relationship management, fiduciary administration, client development and risk management. Tonia earned her J.D. from Howard University and her B.S. in finance from Seton Hall University. She is a member of the New Jersey Bar and is a designated Certified Trust and Financial Advisor.

Executive Council

Thomas L. Drews, CSOP

Chief Operating Officer

Tom holds the position of Chief Operating Officer of Greenleaf Trust Delaware, its parent Greenleaf Financial Holding Company and Greenleaf Trust. Tom is responsible for Greenleaf Trust Delaware’s Operations, Information Services and Compliance posture. In addition, he is responsible for Greenleaf Trust’s Operations and Business Information Services Divisions consisting of account administration, cash and securities processing, tax reporting, data and systems infrastructure, and information security. Tom has over 25 years of leadership experience with several service and global manufacturing companies. He holds a bachelor’s degree in accounting from Michigan State University, and has earned his Certified Securities Operations Professional (CSOP) designation.

James W. Gray, CFA

Chief Strategy Officer

Jim holds the position of Chief Strategy Officer of Greenleaf Trust Delaware, its parent Greenleaf Financial Holding Company and Greenleaf Trust. He works closely with other members of Greenleaf Trust Delaware’s Executive Council in creating, communicating, executing and sustaining the company’s strategic plan. Jim has led Greenleaf Trust’s Research, Wealth Management and Personal Trust Divisions. He has an extensive background in investments, global banking and manufacturing, which includes nearly two decades at Whirlpool Financial Corporation and Whirlpool Corporation. He serves on the Investment Committee of the Western Michigan University Foundation Board. Jim earned a degree in finance from the University of Southern Indiana, and he is a member of the CFA Institute and the CFA Society of West Michigan.

William D. Johnston

Chairman

As Chairman, Bill focuses on culture, vision, mission and high-level strategies for Greenleaf Trust Delaware. In addition, he is Chairman of Greenleaf Financial Holding Company (the sole owner of Greenleaf Trust Delaware and Greenleaf Trust), Greenleaf Trust, Greenleaf Hospitality, Inc. and Catalyst Development Company, LLC. Bill serves as trustee of Western Michigan University, and of the Genevieve and Donald S. Gilmore Foundation. He also serves on the board of directors of Southwest Michigan First Economic Development Corporation, Bronson Healthcare Group, HUMANeX, Special-Lite Corporation and the Western Michigan University Foundation. He earned his bachelor’s and master’s degrees from Western Michigan University.

Ronald N. Kilgore

Chief Executive Officer, Senior Trust Officer

Ron holds the position of Chief Executive Officer and Senior Trust Officer of Greenleaf Trust Delaware and Greenleaf Trust. Ron also serves as the Chief Executive Officer of Greenleaf Financial Holding Company (the sole owner of Greenleaf Trust Delaware and Greenleaf Trust). During his more than 35 years in the trust business, Ron has been involved in virtually every aspect of client service and trust management, including starting and successfully growing new trust organizations. He is a graduate of Kalamazoo College and the American Bankers Association National Trust School.

Michael F. Odar, CFA

President

Mike holds the position of President of Greenleaf Trust Delaware, its parent Greenleaf Financial Holding Company and Greenleaf Trust. Since joining Greenleaf Trust in 1999, he has served as senior research analyst, director of research, director of wealth management, and senior executive vice president of strategic initiatives. Mike was named President of Greenleaf Trust in November 2012, and President of Greenleaf Financial Holding Company upon its founding in 2017. He serves as Past Chair on the Bronson Health Foundation Board and treasurer of the Gull Lake Community Schools Foundation. He also serves on the Kalamazoo Institute of Arts Board, the Investment Committee of the Western Michigan University Foundation, and the Finance Committee of the United Way of the Battle Creek and Kalamazoo Region. Mike earned his degree in finance from Michigan State University, and recently completed the Advanced Management Program at the University of Chicago Booth School of Business. He is a CFA® charterholder.

Dan J. Rinzema, CFA, CFP®

Chief Client Officer

Dan holds the position of Chief Client Officer of Greenleaf Trust Delaware, its parent Greenleaf Financial Holding Company and Greenleaf Trust. Dan is responsible for directing Greenleaf Trust Delaware’s overall client experience strategy, as well as leading the client centric team. He builds the voice of our clients into all facets of the firm and embeds client service standards into our culture. Under Dan’s leadership, the client centric team executes its daily mission to provide remarkable client service through the delivery of fiduciary excellence, holistic wealth management, advanced financial planning and proactive client care. Dan has over ten years of experience in the financial services industry, is a graduate of Calvin College, and received an M.B.A. with distinction from the University of Iowa. He is a CFA® charterholder and has earned the CERTIFIED FINANCIAL PLANNER™ certification.